Kdk Private Wealth Management, LLC Portfolio Holdings by Sector
Kdk Private Wealth Management, LLC
- $96.3 Billion
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
IWV FTEC IVV IWF SHV FIDU VGT FHLC 40 stocks |
$58.2 Million
60.9% of portfolio
|
  40  
|
- |
  40  
|
- |
0
Calls
0
Puts
|
Oil & Gas Midstream | Energy
EPD KMI 2 stocks |
$22.6 Million
23.59% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
REIT—Specialty | Real Estate
CCI 1 stocks |
$6.92 Million
7.23% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2.16 Million
2.25% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$1.28 Million
1.34% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META 1 stocks |
$1.17 Million
1.22% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
IBTX 1 stocks |
$1.04 Million
1.09% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Oil & Gas Equipment & Services | Energy
HAL 1 stocks |
$840,089
0.88% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Real Estate Services | Real Estate
NMRK 1 stocks |
$768,600
0.8% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Oil & Gas E&P | Energy
KRP 1 stocks |
$390,185
0.41% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Travel Services | Consumer Cyclical
BKNG 1 stocks |
$258,358
0.27% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|